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Series Manager

Features

How to Use Collection Manager

Preview

Export-Profile Form

Collaborative Collection Development

ECHO and Collection Manager

Your Step-By-Step Guide to a Streamlined Workflow

Blackwell Collection Manager™ meets a wide variety of library workflow needs, including yours. Use Collection Manager to place your order directly with Blackwell, or use the MaRC export feature to create record files with ordering information for loading in your local library system. Here’s how the process works.

Identification

Selectors begin their work in Collection Manager by reviewing the titles matching their subject profiles. Collection Manager displays a list of new titles that fit the library’s subject interests. The selector can customize the titles shown in the list using system preferences to specify criteria such as date ranges, sorting requirements, and by the profile action taken on behalf of the library.

Evaluation

A treasure of information is available to support selection -- selectors can use Collection Manager to review complete bibliographic detail of titles, subject profiling, tables of contents, and book jacket blurbs. Group features help to determine activity taken on behalf of other consortia libraries. Linking out to library catalogs can provide information about local and group holdings. Links to information about alternative editions (US, UK, paper, ebooks) are also at hand.

Selection

Selectors choose a title from a Collection Manager title list using the online Request function, allowing optional order information, like fund, department and special notes, be included to facilitate the ordering workflow. Lists can also be created using a tagging option. A secondary level of review allows a liaison to approve or reject requests before forwarding to ordering staff.

Order

Acquisitions staff use Collection Manager to review the selector’s requests for pre-order searching and ordering. Requests can be updated or modified by staff and, finally, the order can be placed directly in Collection Manager.

Export

In the event that the library chooses to send electronic orders to Blackwell from the library system, Acquisitions staff use Collection Manager to export brief MaRC records via file download or FTP available virtually immediately. The ordering information is stored in MaRC tags and sub-fields according to each library’s Collection Manager export profile. When interfaces are established between Blackwell and a library system, the library system can load the export records to automatically create bibliographic and order records from the export records. Some libraries place orders directly in Collection Manager and then export records for creation of order records in the library system. Others begin the order process by exporting records from Collection Manager to create local order records that are transmitted to Blackwell via EDI. In either case, Blackwell supports overlay of brief bibliographic records with Blackwell MaRC With Books or OCLC Promptcat records through exchange of control numbers appearing in both export records and full MaRC records. These overlay workflows are illustrated in diagrams—CM Order Workflow and EDI Order Workflow.

Benefits

There are four key benefits of exporting records from Collection Manager:

Orders are created in the library’s local system without double keying.
Multiple export records sharing the same order data (e.g., fund, etc.) can be exported with a minimum of keystrokes.
Acquisitions staff have the opportunity to check export records for duplication against records in the local system before placing an order with Blackwell.
Workflows that involve Collection Manager export records provide not only MaRC formatted records from time of order; when coupled with Blackwell MaRC With Books Service or Promptcat, the workflows also provide the highest quality MaRC records for permanent use in the library’s catalog.

Online Documentation

Online documentation includes a manual and strategically placed links throughout the system to provide help in using Collection Manager. The manual and reference sheets are also available in PDF format so that users may download or print them locally. Reference sheets are available for Collection Manager icons, Acquisition features, and Collection Development and Approval Management features.

Account Administration

The library has full control over access and authority to use Collection Manager at each institution. The local Account Administrator designated by the library can set up unlimited passwords and can grant access to specific features for each individual.